TheCFO.com and ExpertPlan.com Form Alliance

Posted by accountingweb on Feb 28 2000 290 printer friendly

It was announced Monday that TheCFO.com and ExpertPlan.com have formed an alliance to offer 401(K) and 403(B) services to providers and administrators.

TheCFO.com is a consulting practice run by Jim Scott that provides financial-related services to a variety of start-up and young technology companies and clients, while ExpertPlan, run by Winthrop Cody, is an Internet-based provider of retirement plan offerings.

The gist of the new arrangement is to provide retirment plan services with complete recordkeeping in the virtual environment. By keeping administrative costs low, both companies hope to attract clients who would normally not be able to offer a retirement plan to thier employees.

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